Operations Associate - Partner Lifecycle

Who We Are

Climb Credit (NMLS# 1240013) is an innovative student financing and payments platform that makes career-advancing education more accessible, affordable, and accountable than ever before.

Climb identifies programs and schools with a demonstrated ability to improve the earnings of their graduates. Climb partners with schools that teach everything from cybersecurity to healthcare, heavy machine operation to data science, and culinary arts to coding.
We provide learners with financing and payment options that are priced and structured to meet the unique needs of those seeking career elevation and increased earning power.

Climb Credit’s mission is to expand access to career advancing education and we aim to do this for all communities. Therefore, we are committed to building a workforce that’s a representation of our learners. Climb fosters an inclusive work environment to all its employees; We celebrate diverse representation and diverse thinking.

To further this commitment, we’ve set a goal to promote inclusivity and equity in our workplace internally and with schools and financing providers externally. We do this through our company DEI Taskforce meetings to work through these initiatives. Climb acknowledges its power in providing access to educational opportunities and the positive impact of diversity, which is why we have taken on this commitment to push forward this work. We encourage our employees to be their most authentic selves and strive to create, nurture and sustain an inclusive culture for our employees and learners.
Climb’s Values

• Drive access and inclusivity
• Build a better system
• Own the solution
• Iterate and experiment
• Succeed together

Overview:

We are looking for an Operations Associate - Partner Lifecycle to support the sales, marketing, and account management teams with lead acquisition, new customer setup, and customer retention. You’ll work closely with the sales team to manage and optimize different parts of the new customer pipeline to maintain momentum in the funnel and create a positive customer experience.

You’ll also work closely with our Marketing team, Diligence team, and Account Management team to optimize different parts of the customer onboarding workflow and create smarter systems within our broader growth team and company. You will play an important role within the broader growth team, and will have access to career growth opportunities in operations, sales, marketing, and account management depending on your career goals.

What we’re looking for:

• 1+ years experience working in operations or customer support.
• Experience with project management and executing detailed tasks with a high degree of care and accuracy.
• Experience working with multiple teams within a company, and communicating with various team members.
• Excellent communication skills.
• The desire to iterate, experiment, and build better systems within our company (continuous improvement!).
• An “own the solution” mentality and comfort working in a relatively hands-off environment.
• Experience using Salesforce preferred, but not required
• Experience working within a sales operations role is a plus
• Experience working with a CRM like iterable, hubspot or other similar technology is a plus

Responsibilities:

• Collaborate with the sales and account management team to prepare and set up new clients within our system, creating the foundation for a successful client launch.
• Support the client diligence team to review new client applications and maintain a 1-business day turnaround on all new-school reviews.
• Collaborate with the sales team to identify and qualify leads to create a more efficient client outreach system.
• Collaborate with the marketing team to optimize and automate communications throughout the client onboarding lifecycle.
• Deliver monthly and quarterly reports on various parts of the client lifecycle to turn performance data into meaningful insights that the team can use to build a better system.

What we can offer:

• Competitive compensation, 401k, and health benefits.
• Experience with a creative, trusted, fast-paced company.
• Collaborative, dynamic, balanced, and fun team all working toward the same mission.
• Opportunities to rise up through the organization and to grow with the company.